[Zoltek] is a carbon fiber play. I think that this is a major base material for our future. All over our lives. Lighter cars = smaller engines with equal performance = more efficient cars. And that's just one. Windmill blades. The ability for carbon fiber to improve on tons of products currently using traditional metals.

If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong four-star rating, Zoltek may not be your top choice.